Avantax Planning Partners, Inc. United Parcel Service Inc Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 37,638 shares of UPS stock, worth $4.75 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
37,638
Previous 44,317 15.07%
Holding current value
$4.75 Million
Previous $6.06 Million 15.42%
% of portfolio
0.18%
Previous 0.2%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$123.32 - $147.38 $823,654 - $984,351
-6,679 Reduced 15.07%
37,638 $5.13 Million
Q2 2024

Aug 09, 2024
BUY
$134.2 - $152.27 $624,566 - $708,664
4,654 Added 11.73%
44,317 $6.06 Million
Q1 2024

May 02, 2024
BUY
$139.08 - $161.22 $3.83 Million - $4.44 Million
27,516 Added 226.53%
39,663 $5.9 Million
Q4 2023

Feb 09, 2024
BUY
$134.83 - $162.94 $103,144 - $124,649
765 Added 6.72%
12,147 $1.91 Million
Q3 2023

Nov 03, 2023
BUY
$151.9 - $188.34 $1.35 Million - $1.68 Million
8,920 Added 362.31%
11,382 $1.77 Million
Q2 2023

Jul 17, 2023
BUY
$166.61 - $196.03 $16,827 - $19,799
101 Added 4.28%
2,462 $441,000
Q1 2023

Apr 20, 2023
SELL
$173.82 - $193.99 $361,371 - $403,305
-2,079 Reduced 46.82%
2,361 $458,000
Q4 2022

Feb 09, 2023
SELL
$159.14 - $190.36 $20,847 - $24,937
-131 Reduced 2.87%
4,440 $771,000
Q3 2022

Oct 14, 2022
SELL
$161.54 - $208.05 $531,466 - $684,484
-3,290 Reduced 41.85%
4,571 $738,000
Q2 2022

Jul 18, 2022
BUY
$167.39 - $206.64 $236,522 - $291,982
1,413 Added 21.91%
7,861 $1.44 Million
Q1 2022

May 09, 2022
BUY
$194.83 - $232.11 $185,283 - $220,736
951 Added 17.3%
6,448 $1.38 Million
Q4 2021

Jan 28, 2022
SELL
$178.42 - $218.07 $39,966 - $48,847
-224 Reduced 3.92%
5,497 $1.18 Million
Q3 2021

Oct 27, 2021
SELL
$182.1 - $214.26 $1.6 Million - $1.89 Million
-8,798 Reduced 60.6%
5,721 $1.04 Million
Q2 2021

Aug 10, 2021
BUY
$171.28 - $217.5 $20,211 - $25,665
118 Added 0.82%
14,519 $3.02 Million
Q1 2021

May 06, 2021
SELL
$155.0 - $169.99 $606,825 - $665,510
-3,915 Reduced 21.37%
14,401 $2.45 Million
Q4 2020

Feb 04, 2021
SELL
$155.78 - $176.54 $337,419 - $382,385
-2,166 Reduced 10.58%
18,316 $3.08 Million
Q3 2020

Oct 28, 2020
SELL
$113.76 - $168.9 $65,980 - $97,962
-580 Reduced 2.75%
20,482 $3.41 Million
Q2 2020

Jul 15, 2020
BUY
$90.0 - $111.18 $109,890 - $135,750
1,221 Added 6.15%
21,062 $2.34 Million
Q1 2020

Apr 27, 2020
BUY
$86.17 - $118.61 $760,277 - $1.05 Million
8,823 Added 80.08%
19,841 $1.85 Million
Q4 2019

Jan 15, 2020
SELL
$112.74 - $124.3 $4,960 - $5,469
-44 Reduced 0.4%
11,018 $1.29 Million
Q3 2019

Nov 08, 2019
BUY
$101.62 - $122.85 $148,568 - $179,606
1,462 Added 15.23%
11,062 $1.33 Million
Q2 2019

Aug 07, 2019
SELL
$92.92 - $114.49 $36,610 - $45,109
-394 Reduced 3.94%
9,600 $978,000
Q1 2019

May 08, 2019
BUY
$94.45 - $112.13 $149,231 - $177,165
1,580 Added 18.78%
9,994 $1.12 Million
Q4 2018

Feb 14, 2019
BUY
$89.89 - $118.78 $12,494 - $16,510
139 Added 1.68%
8,414 $821,000
Q3 2018

Nov 13, 2018
SELL
$105.76 - $124.66 $37,967 - $44,752
-359 Reduced 4.16%
8,275 $966,000
Q2 2018

Aug 13, 2018
SELL
$103.84 - $118.34 $133,122 - $151,711
-1,282 Reduced 12.93%
8,634 $917,000
Q1 2018

May 15, 2018
SELL
$101.66 - $134.09 $49,406 - $65,167
-486 Reduced 4.67%
9,916 $1.04 Million
Q4 2017

Feb 09, 2018
SELL
$112.55 - $123.72 $4.12 Million - $4.53 Million
-36,631 Reduced 77.88%
10,402 $1.24 Million
Q3 2017

Oct 19, 2017
BUY
$110.17 - $120.09 $5.18 Million - $5.65 Million
47,033
47,033 $5.65 Million

Others Institutions Holding UPS

# of Institutions
2,446
Shares Held
510M
Call Options Held
14.9M
Put Options Held
12.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $92.1B
  • Description
  • United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...
More about UPS
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